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West Family Investments’s Chevron CVX Stock Holding History

West Family Investments’s Portfolio CVX Stock Details CVX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$952K Sell
4,602
-5,112
-53% -$932K 0.33% 49
2025
Q4 		$1.48M Sell
9,714
-631
-6% -$96.1K 0.35% 58
2025
Q3 		$1.61M Buy
10,345
+971
+10% +$150K 0.36% 51
2025
Q2 		$1.34M Buy
9,374
+4,722
+102% +$666K 0.35% 58
2025
Q1 		$778K Sell
4,652
-54
-1% -$8.45K 0.29% 70
2024
Q4 		$682K Sell
4,706
-4
-0.1% -$612 0.24% 84
2024
Q3 		$694K Sell
4,710
-23,680
-83% -$3.52M 0.24% 82
2024
Q2 		$4.44M Buy
28,390
+91
+0.3% +$14.5K 1.33% 22
2024
Q1 		$4.46M Buy
28,299
+93
+0.3% +$14K 1.39% 20
2023
Q4 		$4.21M Sell
28,206
-100
-0.4% -$15.1K 1.42% 19
2023
Q3 		$4.77M Sell
28,306
-297
-1% -$48K 1.66% 18
2023
Q2 		$4.5M Buy
28,603
+4,603
+19% +$738K 1.75% 16
2023
Q1 		$3.92M Sell
24,000
-4,436
-16% -$744K 1.55% 19
2022
Q4 		$5.1M Buy
28,436
+284
+1% +$49.6K 1.74% 15
2022
Q3 		$4.04M Hold
28,152
– – 1.68% 17
2022
Q2 		$4.08M Sell
28,152
-240
-0.8% -$39.7K 1.61% 15
2022
Q1 		$4.62M Hold
28,392
– – 1.31% 16
2021
Q4 		$3.33M Buy
28,392
+1,715
+6% +$195K 0.91% 19
2021
Q3 		$2.71M Sell
26,677
-3,024
-10% -$302K 0.7% 23
2021
Q2 		$3.11M Buy
29,701
+5,591
+23% +$590K 0.84% 15
2021
Q1 		$2.53M Buy
24,110
+110
+0.5% +$10.7K 0.92% 35
2020
Q4 		$2.09K Buy
+24,000
New +$1.94M 0.64% 48

Other funds holding CVX

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

West Family Investments's CVX Position: Q1 2026 in Review

West Family Investments reduced its Chevron (CVX) stake by 53% in Q1 2026, selling an estimated $932K and leaving 4,602 shares worth $952K. The position accounts for 0.33% of the portfolio, ranked #49.

West Family Investments first reported a position in CVX in Q4 2020 and has held it in 22 quarters since. The position peaked at $5.1M in Q4 2022. 4,277 funds tracked by Wall St. Rank hold CVX as of Q1 2026.

  • West Family Investments held 4,602 shares of Chevron worth $952K as of Q1 2026.
  • West Family Investments sold 5,112 Chevron shares in Q1 2026, an estimated $932K.
  • Chevron made up 0.33% of West Family Investments's portfolio in Q1 2026, its #49 holding.
  • West Family Investments first reported a position in Chevron in Q4 2020 and has held it in 22 quarters since.
  • West Family Investments's Chevron position peaked at $5.1M in Q4 2022.
  • 4,277 funds tracked by Wall St. Rank held Chevron as of Q1 2026.

Based on West Family Investments's 13F filing for Q1 2026, filed 7 May 2026.